Move all transactions from the temporary "Bank" accounts you created for place holders for the cash portion of the investment accounts from MSMoney into the one and only corresponding investment account in Moneydance. There shouldn't be any accounts or categories named "Imported Account" - If there are then you've made a mistake. If done correctly every account will get populated with the correct transactions.even the loan accounts. That's why you should give the QIF files descriptive names in step 3. If you make a mistake (like importing into the wrong account) you'll probably need to start over so be extra careful.Remember, to select the "Bank" account when importing the cash portion of the investment accounts.From the "Import To:" option, select "Existing Account" and choose the Moneydance account that you want to import the data into.From this window set the "File Source:" to "From Another Program".The "Import QIF File" window will be displayed. From Moneydance, navigate to File -> Import.Make sure you land each QIF file into the corresponding account in Moneydance you created in the last step. Remember to use exact spelling or your data may not import correctly. Also create your loan accounts in Moneydance.You will combine the transactions and delete this account later. This is just a temporary account used for correctly importing the data. The bank account will contain the cash transactions from the investment from MSMoney. One will be of type "Investement" and the other will be "Bank". You'll need to create two accounts in Moneydance for each investment account.Make sure the currencies of your accounts are correctly set, especially if you are using multiple currencies.Make sure you name the accounts with the exact spelling used in MS Money.You can create the accounts by selecting Account -> New Account. Importing DataĬreate the accounts in Moneydance before you begin importing the files. You must repeat the steps above for each account you want to export. When MS Money is finished exporting the account, click OK. In the Account List box, click the account that you want to export, then click Continue. Select the account type you want to export when prompted - click Regular or Investment, then click OK. You'll work around that limitation later. Investment accounts will require two files, one for the investment transactions and one for the cash transactions - this is because MS Money treats them as two separate accounts internally.Give the files descriptive names so that you don't get confused later. In the File Name box, type a name for the account that you want to export. In MS Money open the file that you want to export. You should re-open any closed accounts that you want to export before following the steps. Microsoft Money will not export an account you have closed in Microsoft Money to a QIF file.
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